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Jaynene Marie Landrum

Credit Union Investment Services

Gastonia, NC

CRD 7306847

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Employer firm

Credit Union Investment Services CRD 144871

$111.0K regulatory AUM 36,300 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Credit Union Investment Services

801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-06-07
  • NC RA
    APPROVED
    Since 2021-06-07

Branch Locations

584 Cox Road, Gastonia, NC 28054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Secu Brokerage Services Raleigh NC 10/2020 Present
Secu Life Insurance Company Raleigh NC 10/2020 Present
State Employees' Credit Union Gastonia NC 06/2010 Present
Credit Union Investment Services Raleigh NC 02/2021 Present
Members Trust Company Tampa FL 08/2025 Present
  • 10/2020 → Present
    Secu Brokerage Services
    Raleigh, NC
  • 10/2020 → Present
    Secu Life Insurance Company
    Raleigh, NC
  • 06/2010 → Present
    State Employees' Credit Union
    Gastonia, NC
  • 02/2021 → Present
    Raleigh, NC
  • 08/2025 → Present
    Members Trust Company
    Tampa, FL
Other Businesses

STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. TITLE: FINANCIAL ADVISORY SERVICES SPECIALIST. START DATE 6/2010. DUTIES: PROVIDE FINANCIAL SERVICES TO ELIGIBLE MEMBERS AND PROVIDE OPPORTUNITIES FOR MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITION. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 10/2020. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. Members Trust Company. Investment related business. Nature: Trust Services. Address: 14025 Riveredge Drive, Suite 280, Tampa, FL 33637. Start date: August, 2025. Title: Trust Rep. Rental Property, 1525 Canstaff Dr., Kernersville NC 27284. Business related. Title: property owner. Start date: 6/2017. Duties: none, utilizes property management company to make all decisions. Hrs/mo devoted to other business: none.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-07
S63 Uniform Securities Agent State Law Examination 2021-02-08
  • S65 Uniform Investment Adviser Law Examination
    2021-06-07
  • S63 Uniform Securities Agent State Law Examination
    2021-02-08
Other Names
  • Jaynene Marie Langlais
  • Jaynie Marie Langlais
  • Jaynie Marie Landrum

View on SEC IAPD

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